Angel investor pitch template

ENTREPRENEUR
PITCH DECK TEMPLATE
Fundraising dynamics
Merger and
Acquisition
Bootstrap: Seed:
Round A: Round B: Further
IPO:
Self-
-Angel/
Rounds
funded
VC
-VC/ PE
-VC
Public
-Raise
-Raise
-Raise Offering
8-12M
500K-2M
3-6M
•V alues refer to Silicon Valley market and vary according to country and industry.
•Sourc e of values: Mastering the VC Game (Jeffrey Bussgang, General Partner at Flybridge Capital
Partners)
Typical Ownership:
Venture Capital: 20 – 30%
(Angle: 1 – 10%)
What you should prepare:
3) To send as a follow up
1) To get a meeting
2) To use in a meeting
after the meeting
One-pager
Leave Behind Deck:
• The objective is to pique
Pitch Deck
enough interest to land a Slightly customized
(Presentation
meeting. This should not
presentation deck
require voice-over
based on feedback
10-15 Slides)
from your first meeting
One-liner pitch
• (See:
Give Us Your Best One-
Sentence Pitch)
• 30 Seconds
One Paragraph Pitch
Example Pitch Decks: Airbnb;
• (See: Best Pitch Deck Examples on SlideShare;
How To Perfect Your Pitch)
Mint.com Pre-Launch Pitch Deck
• 2 minutes
One Pager Should Have
The company in a nutshell: 1-2 sentences.
• You immediately set stage for what it is you do
Why is this team a good team to do this?
• Talk about your technical and biz expertise
Traction: customers and revenue
Product: screen shots, quick demo,
• remember wifi may not always be working well, you don’t want to drag on
Marketing and distribution: here’s how we plan to acquire customers.
• We hire salespeople from __ (university, company)
Unit economics
• Avg customer will pay _
Market Opportunity – size of industry, how much of it you can capture. Who are key players? Pitch Deck Template – a few tips
This template includes the main points to be covered in a pitch.
• Create your own deck and TELL YOUR STORY through the suggested topics.
• This is a checklist, define the appropriate amount of information to present for each
situation and adapt it to assure your success
• Design matters Your deck should be branded.
• The title of each slide should summarize that slide. If you can't summarize a slide in a title
you are trying to say too much
• Practice the pitch in front of a live audience, multiple times
• The pitch deck should complement the verbal presentation with graphs, images, videos,
demos, etc. It shouldn't just be the same text you are speaking.
• Investors don’t invest in presentations but rather in the companies & people. The
presentation’s main objective should be to get investors excited and interested
Pitch Deck: PROBLEM/OPPORTUNITY
What are the current market needs?
• This is the beginning of your story.
Cleary identify the problem
(current or emerging) that you are
going to solve or the opportunity
you are going to pursue.
• Give context to your product (why
was it created?). The investor
should understand the need for
your product/service. Pitch Deck: SOLUTION
What is the product/service and how is it going to address the problem?
Be brief and objective:
• If the audience does not understand what you do they will not follow the rest of the pitch
• The investor should be able to quickly and easily repeat this information to his or her
partners
• Too much time on this you will give the impression that you don’t dominate the content
• Reserve detailed materials and links to any relevant demos for the appendix, in case the
investor wants to know more.
Step 3
Step 2
Step 1 Pitch Deck: TEAM
Prove with your team’s track
record that you are the best
Key
equipped to create this
Players
product or service.
• VC’s give as much
importance to the team as to
the technology
Secondary
• Mention 3 or 4 key players
in company and their
Team
relevant accomplishments
• Acknowledge any gaps in
the team and planned future
hires
Assist
Team Pitch Deck: MARKET
Who/ where are your clients? How
big is your market?
E
• SIZE matters
A
• Define how much of the
addressable market you currently
have and how much you plan to
acquire.
• Why do you believe customers B D
will adopt your product or
service? Validation is particularly
important for new products or
C
companies going into new
markets.
• Show numbers and explain your
assumptions
• Provide macroeconomic context
when appropriate
Pitch Deck: BUSINESS MODEL
How do you acquire customers? How do you monetize?
• What is your revenue stream? What is your operating model?
• Explain through case study or examples how the company meets its value
proposition.
• Include relevant KPIs.
• Clarify distinct business lines.
Step 1 Step 2 Step 3 Pitch Deck: FINANCIALS
Category
6
5
4
Stats% Category%1% Category%2% Category%3% Category%4%
3
Category%1% 2% 3% 4% 5%
2
Category%2% 3% 3% 4% 5%
Category%3% 4% 4% 4% 5%
1
Category%4% 5% 5% 5% 5%
0
Category 1 Category 2 Category 3 Category 4
What have you accomplished so far?
VCs want to see the evolution of a company, not a snapshot. According to your company’s profile and
strengths, consider including:
• Projected Financials for 3-5 years
• Revenue breakdown/ Revenue CAGR (Highlight growth drivers )
• EBITDA / EBITDA % (These%percentage%ra-os%show%an%investor%how%your%ﬁnancial%performance%is%
improving%over%-me)
• Burn rate / costs/ costs breakdown
• Cash flow
• Remember: Financial projections (as opposed to financial results) should be pretty high level.
Pitch Deck: COMPETITORS
Who are they and why are you better?
• Focus on your competitive advantages
• Show your differentiation within the competitive landscape
• If possible, add customer testimonials
• Competitors can signal market validation; remember that execution is most important
• Online Access
You (Put Logo Here)
• Over 100 Locations
• 5 Locations
Competitor A
• 50% slower service
• No Locations
Competitor B
• 100% slower service
• No Locations
Competitor C
• 100% slower service
• No Locations
Competitor D
• 100% slower service Pitch Deck: INVESTMENT
How much investment do you need and what
will the proceeds be used for?
100
• Why do you need money? Why now? How are you going
to make use of these proceeds?
• Demonstrate that you are asking for the right amount of
money to get the company to a meaningful milestone
1,000
• The focus should not be about your exit strategy. Your
pitch should be about building a successful company, not
just something someone else might want to buy.
• The investor should feel a sense of urgency to invest now;
10,000
ideally this urgency should be customer-driven as
opposed to company-driven.
• Remember: Investors can offer more than money.
Pitch Deck: APPENDIX
Slides that provide more detail to the
existing deck, should investors have specific
questions.
• Examples: case studies, important
industry KPIs, more detailed product or
financial information.
Links to recommended resources
About Fundraising Link About Pitching Link
http://www.slideshare.net/ http://video.foxbusiness.com/
Mastering the VC How To Perfect Your
bussgang/ 7761734/?
Game – Jeffrey Pitch; - fox business
category_id=1292d14d0e3af
dcf0b31500afefb92724c08f0
Bussgang
46
http:// http://techcrunch.com/
Raising Venture Startups: Give Us
www.bothsidesofthetable.com/ 2011/12/30/startups-give-us-
Capital – Both Sides of Your Best One-
pitching-a-vc/ your-best-one-sentence-pitch/
The Table
Sentence Pitch –
techcrunch
http://www.slideshare.net/ http://venturebeat.com/
Understanding How to tell your
simonolson/understanding- 2012/01/05/how-to-tell-your-
Venture Capital story in 2-4 minutes
venture-capital story-in-2-4-minutes-and-win/
(DFJ) - Simonolson and win
- venturebeat
Example Pitch Decks: Airbnb;
http://www.slideshare.net/
Venture Capital
jhmedved/venture-capital-101 Best Pitch Deck Examples on SlideShare;
Fundraising
Mint.com Pre-Launch Pitch Deck; Roamler;
Methodology -
Zooppa;
Ihmedved